Purchases and Sales Made in Q2 2025 in Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES ESG AWARE 1.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83- 22.31% |
$2.05K - $2.09K
|
289
$7.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-83- 0.39% |
$2.05K - $2.09K
|
21.3K
$536K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-86- 0.87% |
$2.12K - $2.16K
|
9.81K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-92- 0.47% |
$2.27K - $2.32K
|
19.6K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 0.88% |
$2.52K - $2.57K
|
11.5K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$2.56K - $2.62K
|
16.1K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-132- 19.79% |
$3.26K - $3.32K
|
535
$13.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-137- 1.06% |
$3.38K - $3.45K
|
12.8K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-142- 8.46% |
$3.5K - $3.57K
|
1.54K
$38.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-155- 1.76% |
$3.82K - $3.9K
|
8.67K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 4.05% |
$6.17K - $6.29K
|
5.93K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-260- 3.11% |
$6.41K - $6.54K
|
8.11K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-269- 2.59% |
$6.63K - $6.77K
|
10.1K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-269- 1.79% |
$6.63K - $6.77K
|
14.8K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-294- 1.61% |
$7.25K - $7.4K
|
17.9K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-329- 1.39% |
$8.11K - $8.28K
|
23.3K
$587K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-387- 2.26% |
$9.54K - $9.74K
|
16.7K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-397- 1.63% |
$9.79K - $9.99K
|
24K
$604K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-405- 4.46% |
$9.99K - $10.2K
|
8.68K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-413- 2.9% |
$10.2K - $10.4K
|
13.8K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-486- 1.93% |
$12K - $12.2K
|
24.7K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 69.17% |
$12.1K - $12.3K
|
218
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-600- 4.27% |
$14.8K - $15.1K
|
13.5K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 4.93% |
$15K - $15.4K
|
11.8K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-630- 1.4% |
$15.5K - $15.9K
|
44.4K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-719- 0.48% |
$17.7K - $18.1K
|
148K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-788- 5.18% |
$19.4K - $19.8K
|
14.4K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-794- 2.15% |
$19.6K - $20K
|
36.2K
$912K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-807- 1.39% |
$19.9K - $20.3K
|
57.4K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-872- 0.17% |
$21.5K - $21.9K
|
498K
$12.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.62K- 3.78% |
$40K - $40.9K
|
41.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.63K- 5.18% |
$40.1K - $40.9K
|
29.8K
$751K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.7K- 16.01% |
$42K - $42.9K
|
8.94K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.92K- 17.6% |
$47.3K - $48.3K
|
8.99K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.97K- 18.72% |
$48.5K - $49.5K
|
8.55K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 21.88% |
$50.9K - $52K
|
7.37K
$186K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 3.68% |
$50.9K - $52K
|
54K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 0.47% |
$52.1K - $53.1K
|
448K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.19K- 2.38% |
$53.9K - $55K
|
89.7K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 7.6% |
$58.3K - $59.5K
|
28.7K
$724K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.46K- 5.79% |
$60.6K - $61.8K
|
40K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-2.48K- 2.79% |
$61.1K - $62.3K
|
86.2K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 5.58% |
$65.6K - $67K
|
45K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.71K- 15.18% |
$66.9K - $68.2K
|
15.1K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.86K- 12.77% |
$70.6K - $72K
|
19.5K
$493K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.91K- 17.61% |
$71.7K - $73.1K
|
13.6K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 29.04% |
$82.1K - $83.8K
|
8.14K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 13.17% |
$83.9K - $85.7K
|
22.4K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.71K- 7.44% |
$91.5K - $93.4K
|
46.2K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 3.87% |
$97.4K - $99.4K
|
98.1K
$2.47M
|
|